Significant Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$125,702,586
Clients
845
Advisors
4
of 8 employees
About
Significant Wealth Partners serves individual and high‑net‑worth clients as well as corporate clients, offering discretionary portfolio management and financial planning. The firm constructs individualized investment policy statements and implements strategies through managed accounts, and may refer clients to third‑party managers or alternative private investments when appropriate.
The firm’s investment process blends fundamental, quantitative, technical, and modern portfolio theory analyses to build portfolios, and it employs long‑term trading alongside options strategies and selective use of leveraged and inverse ETFs. SWP typically seeks discretionary trading authority and may facilitate or recommend futures exposure through affiliated futures arrangements when those strategies are deemed suitable for a client’s objectives.
Noteworthy distinctions include affiliations with commodity/futures activity and involvement in sponsoring or syndicating alternative funds, as well as an affiliated investment adviser under common control. Several firm personnel are licensed insurance agents who may offer fixed annuities and the firm conducts educational seminars and workshops; with roughly 845 clients and four advisors, the firm operates with a materially higher client‑to‑advisor ratio than many peer teams.
Client services
Expertise
Occupation focus
Fee options
Fixed fee up to 1.00% of plan assets for standalone financial planning services; fees are negotiable and attached as an exhibit to the Financial Planning Agreement.
$0.00 - $1,000,000.00: 1.00% annually >$1,000,000.00+: 0.75% annually
Commissions on sale of insurance products are paid to Atkins & Associates, LLC, not SWP; SWP does not receive commissions on other securities or investment products.
Main office
117 W. Main St.
Cary IL 60013
Advisors at this office
4
Most active in
Florida · Illinois · Wisconsin
Also doing business as
Significant Wealth Partners Inc. · Significant Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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